Creative Planning’s First United FUNC Stock Holding History

Creative Planning’s Portfolio FUNC Stock Details FUNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-3,050	Closed	-$45K	–	2552
2017 Q2	$45K	Hold	3,050	–	–	﹤0.01%	2595
2017 Q1	$44K	Buy	+3,050	New	+$43.9K	﹤0.01%	2573

Other funds holding FUNC

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCC

Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $308M AUM 19.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning's FUNC Position: Q3 2017 in Review

Creative Planning sold out of First United (FUNC) in Q3 2017, closing a stake of 3,050 shares — an estimated $45K sold.

Creative Planning first reported a position in FUNC in Q1 2017 and held it in 2 quarters. The position peaked at $45K in Q2 2017. 27 funds tracked by Wall St. Rank hold FUNC as of Q3 2017.

Creative Planning reported no remaining First United position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 3,050 First United shares in Q3 2017, an estimated $45K.
Creative Planning first reported a position in First United in Q1 2017 and held it in 2 quarters.
Creative Planning's First United position peaked at $45K in Q2 2017.
27 funds tracked by Wall St. Rank held First United as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.